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20 Aug

China signals openness to India’s rare earth request amid tensions with US

August 20, 2025
By jeff

Chinese Foreign Minister Yi Wang’s recent visit to India marks a possible easing in China-India relations, with China reportedly agreeing to address India’s requests for rare earths, fertilizers, and tunnel boring machines. Official announcements have yet to be made.

20 Aug

Latest News and Trends

Giga Solar’s subsidiary breaks ground on 60MW solar plant in the Philippines

August 20, 2025
By jeff

Giga Solar Materials, a leading solar conductive paste manufacturer in Taiwan, announced on August 19 that its renewable energy arm, Whole Sun Green Power, has begun construction of the 60-megawatt (MW) Taysan solar power plant in Batangas Province, Philippines. The project is being developed in partnership with Wyn Power Corporation and Edward Marcs Philippines Inc.

20 Aug

Latest News and Trends

Alibaba’s Qwen3-Coder captures over 20% market share, challenging Claude Sonnet 4 for top AI coding model

August 20, 2025
By jeff

Alibaba Group’s AI code-writing model, Qwen3-Coder, has become the world’s second most used AI coding tool within a month of its July 23 launch. It holds a significant 20% share of global usage on the OpenRouter platform, behind Anthropic’s Claude Sonnet 4 at 31%.

20 Aug

Latest News and Trends

Commentary: CXMT targets HBM3 by 2026 as Trump redefines chip trade calculus

August 20, 2025
By jeff

Like advanced AI processors, high-bandwidth memory (HBM) has been a target of US export curbs under former President Joe Biden. HBM capacity and bandwidth shape the speed and efficiency of AI training and inference. From Nvidia’s H100 to the GB200, HBM capacity has grown 2.4 times and bandwidth 2.6 times. Despite that, China still lacks self-developed HBM and cutting-edge AI chips, which have been left exposed to Washington’s pressure points.

20 Aug

Latest News and Trends

Global OSAT indsutry, 2025

August 20, 2025
By jeff

Global OSAT revenue will increase by 5% year-over-year in 2025. Geopolitical factors have rapidly narrowed the market share gap between Chinese and Taiwanese companies.

20 Aug

Latest News and Trends

Huawei turns to software to ease pain from China’s scarce AI memory

August 20, 2025
By jeff

The global race to build ever-larger AI models is intensifying, and the battle is no longer confined to Nvidia’s powerful GPUs. Another crucial, though less visible, component has emerged as the bottleneck: high-bandwidth memory (HBM).

20 Aug

Latest News and Trends

Apple leak reveals ultra-low-cost MacBook as A- and M-series chip lines blur

August 20, 2025
By jeff

Apple’s latest beta software has exposed code detailing upcoming processors across its product lineup, confirming some rumors while contradicting earlier reports from outlets including MacRumors. The leak also validated a DIGITIMES scoop from August 11: Apple is developing an entry-level MacBook that will use the same A18 Pro chip as the iPhone 16 series.

20 Aug

Latest News and Trends

US expands section 232 tariffs to 407 derivative steel, aluminum products

August 20, 2025
By jeff

The US Department of Commerce on August 20, 2025, announced the inclusion of 407 additional product categories under Section 232 tariffs, marking the latest effort to bolster domestic steel and aluminum industries. The move subjects the steel and aluminum content of these products to a 50% duty rate.

20 Aug

Latest News and Trends

WPG expects atypical 3Q25 seasonality due to early pull-ins

August 20, 2025
By jeff

Global electronics distributor WPG Holdings reported that tariff revisions prompted customers to advance orders, leading to an atypically steady second quarter 2025 that contrasted with a weaker-than-usual third quarter peak. Despite market uncertainties, the company highlighted strong artificial intelligence-driven opportunities sustaining growth into 2026.

20 Aug

Latest News and Trends

Taiwan’s auto parts sector struggles to survive market freeze as tariff uncertainty lingers

August 20, 2025
By jeff

Taiwan’s automotive parts industry is facing its toughest challenge in years, as domestic car demand has stalled since April 2025. The sales freeze has rippled through the supply chain, leaving suppliers struggling with fewer working days, relentless price competition, and lingering uncertainty over auto tariffs.

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